Generative AI and Hardware Upgrades, Google History and the Dark GPU Theory, Amazon’s Logistics Long Play

A question about generative AI and the hardware powering voice assistants, projecting the GPU future with the dot com bubble as context, and thoughts on Amazon’s capital expenditures and the state of AWS and Amazon Supply Chain. At the end: An Elon hater reviews the Cybertruck.

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The AWS IPO — Stratechery

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